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S&P Global
SPGI

Overview Fund Activity

926 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 324 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+34
Holders Change %
+3.81%
% of All Funds
20.07%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
112
Increased
324
Reduced
340
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
$651M
2
OAG
Orbis Allan Gray
Bermuda
$283M
3
FCM
Farallon Capital Management
California
$192M
4
Harris Associates
Harris Associates
Illinois
$185M
5
Deutsche Bank
Deutsche Bank
Germany
$666M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$13.7M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$208M
3
Renaissance Technologies
Renaissance Technologies
New York
$5.69M
4
Goldman Sachs
Goldman Sachs
New York
$194M
5
Ameriprise
Ameriprise
Minnesota
$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
876
Pinnacle Bancorp
Nebraska
$15K – – –
GWS
877
Glassman Wealth Services
Virginia
$15K +$8.66K +41 +137%
SWP
878
Strategic Wealth Partners
Ohio
$14K – – –
BAMG
879
Brand Asset Management Group
Missouri
$14K +$5.85K +28 +72%
BWM
880
Baystate Wealth Management
Massachusetts
$14K +$7.23K +32 +107%
GEA
881
Glen Eagle Advisors
New Jersey
$13.7K – – –
KPW
882
Kore Private Wealth
New York
$13K +$13K +61 New
CGT
883
Capital Guardian Trust
California
$12K -$6.21K -30 -34%
AS
884
Altshuler Shaham
Israel
$12K +$12K +55 New
Capstone Investment Advisors
885
Capstone Investment Advisors
New York
$11K -$82.8K -384 -88%
OIA
886
Optimum Investment Advisors
Illinois
$11K -$4.18K -19 -28%
CI
887
CX Institutional
Indiana
$11K +$11K +54 New
IWP
888
Icon Wealth Partners
Texas
$10K +$10K +49 New
PWM
889
PRW Wealth Management
Massachusetts
$9K – – –
WAP
890
Wealthcare Advisory Partners
Pennsylvania
$9K – – –
OWA
891
One Wealth Advisors
California
$9K +$9K +43 New
WAS
892
WESPAC Advisors SoCal
California
$8K – – –
SGAM
893
Smith Group Asset Management
Texas
$8K – – –
TNBTD
894
Trustmark National Bank Trust Department
Mississippi
$8K +$8K +40 New
AIM
895
Assured Investment Management
New York
$7K -$3.41M -16,074 -100%
NIM
896
NuWave Investment Management
New Jersey
$7K -$640K -2,925 -99%
WCG
897
Weaver Consulting Group
California
$7K +$7K +33 New
SFFS
898
Stonehage Fleming Financial Services
Jersey
$6.26K – – –
OSAM
899
O'Shaughnessy Asset Management
Connecticut
$6K – – –
CIA
900
CSat Investment Advisory
Michigan
$6K – – –
34 35
36
37 38